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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,252 | $118,869+140.8% | $96,575+196.4% | $167,518+70.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.47% | 50.49%-27.0pp | 37.79%-14.3pp | 478.71%-455.2pp |
| Employer contribution / active EE | $12,853 | $3,120+312.0% | $2,357+445.4% | $4,838+165.6% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,915 | $8,067-63.9% | $6,182-52.9% | $12,312-76.3% |